Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arlene? Claim Your ProfileArlene Dimitian is a financial advisor who has been in the industry since 2009. Arlene is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Kestra Advisory Services, LLC. Arlene provides financial planning services to individuals, corporations, and charitable organizations. Arlene also has experience in portfolio management for both individuals and businesses. Arlene is licensed to provide financial advice in the following states: Arizona, California, Colorado, Georgia, Idaho, Kentucky, Nevada, New York, North Carolina, Texas, Utah, and Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
05/20/2019 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CA
01/13/2009 - 05/20/2019
FORESTERS FINANCIAL SERVICES, INC. (MONROVIA CA)
IA
Issued 08/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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